Examples

Real fundraising documents from your industry.

Readiness report, investment story, fundraising plan with matching investors – as PDF, Word, Excel and web.

Report, story and fundraising plan – as planix outputs them.

1Choose an industry

Fashion, Lifestyle & Retail Media, Marketing & Online Platforms Hospitality and Tourism Transportation and Logistics Real Estate, Construction & Handcraft Consulting, Education & Coaching Social Work, Care & Childcare Beauty, Health & Aesthetics Sports, Leisure, Culture & Creative Energy, Environment & Technology Finance & Insurance Crypto, Web3 & Blockchain Pharmaceuticals, Biotech, Food & Agriculture Public Administration & Non-Profit

2Choose an example

SeedPlatform for office catering ordersPlatterly LtdManchester · North WestRound£800,000InstrumentAdvance subscriptionReadiness8 of 8Lead candidates4 Series ASmart scales against food waste in canteensPlatewise LtdCoventry · West MidlandsRound£4,200,000InstrumentEquityReadiness6 of 8Lead candidates2

3Choose a document

Convince investorsIn PremiumReadiness reportwith investment story Find investors£65Fundraising planwith investors and tracker

planix_Readiness-report_Yusuf-Okafor_2026-11-09.pdf

The document to pass on – this is how you download it.

Convince investors

Your Readiness report

Where you stand with investors, your investment story and your answers to their questions.

Prepared for: Yusuf Okafor
Company: Platterly
Date: 09.11.2026
Project: Platterly

Tap the page to enlarge

10 of 10 pages

Fictional example Startups, people and investors are made up. Rules, legal norms and structure are planix’s own; your plan lists real investors from the verified table.

FAQ

Frequently asked questions

Does planix broker investors for me?

No. planix names matching investors with reasons. You approach them yourself – with tracker and templates. No contact, no fee.

Where do the investors come from?

From a verified table of public sources – each with a documented investment in the last 24 months. Nothing from an AI’s memory.

How many investors do I get?

Up to 20. If there are fewer than 10, planix adds angel networks from the UK.

What does it cost?

Convince investors is included in Premium, from per month. Find investors comes on top for £65 one-off.

Does planix value my company?

No, only a sample calculation. You enter the valuation in the tracker, the cap table calculates the shares.

Does this work for UK startups?

Yes – for startups in the United Kingdom, from pre-seed to Series A. planix also shows whether your round can use SEIS or EIS: investors get 50% income tax relief with SEIS (up to £200,000 per person and tax year) and 30% with EIS (up to £1 million, or £2 million if at least £1 million goes into knowledge-intensive companies). For both schemes HMRC accepts an advance subscription agreement, but not debt that converts into shares.

Are the investors in the example real?

No, in the example they are made up. Your plan lists real organisations from the verified investor table – with evidence of an investment in the last 24 months.

Why do I only see examples from my country?

Because law, instruments and investors differ by country. In the UK, SEIS and EIS shape most early rounds, angels often invest through networks and syndicates – their trade body is the UK Business Angels Association (UKBAA) – and anyone inviting investment has to follow the financial promotion rules. planix calculates and writes separately for the United Kingdom.

Backed by leading start-up experts and partners

collumino.com

STARTUPS

Ready for your round? Get started now.

Investment story and pitch in Premium. The matching investors on top when you are ready.

Get started In Premium · from /month